Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$32.7M
3
+$29.2M
4
GILD icon
Gilead Sciences
GILD
+$26.7M
5
DVN icon
Devon Energy
DVN
+$26.4M

Top Sells

1
+$41M
2
+$38.9M
3
+$36.7M
4
CBRE icon
CBRE Group
CBRE
+$31.9M
5
MET icon
MetLife
MET
+$30.3M

Sector Composition

1 Technology 26.78%
2 Healthcare 14.08%
3 Consumer Discretionary 13.88%
4 Financials 13.05%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.8M 0.17%
440,106
-26,805
152
$18.8M 0.16%
+277,656
153
$18.3M 0.16%
479,219
-19,705
154
$18.2M 0.16%
2,183,253
+142,663
155
$18.2M 0.16%
274,789
+54,422
156
$17.9M 0.16%
355,946
+147,493
157
$17.8M 0.16%
750,824
+172,205
158
$17.8M 0.16%
369,488
-33,786
159
$17.7M 0.16%
243,483
-93,430
160
$17.7M 0.15%
323,934
-148,728
161
$17.6M 0.15%
283,743
+8,892
162
$17.6M 0.15%
646,050
-23,325
163
$17.6M 0.15%
492,777
+67,506
164
$17.4M 0.15%
427,329
-1,451
165
$17.2M 0.15%
683,835
+136,537
166
$17.2M 0.15%
626,843
-15,529
167
$17.1M 0.15%
195,109
+3,736
168
$17.1M 0.15%
+1,308,600
169
$17.1M 0.15%
2,771,847
+550,106
170
$16.9M 0.15%
727,884
+39,298
171
$15.9M 0.14%
882,230
-46,999
172
$15.6M 0.14%
489,620
+202,385
173
$15.5M 0.14%
3,808
+1,919
174
$15.5M 0.14%
79,791
-87,983
175
$15.5M 0.14%
1,122,183
+252,920
5 6
7
8 9